Business Relationship Manager Senior - Deepening

About the Role

If you are customer focused, enjoy building relationships, and providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) Deepening banker in Business Banking, you'll manage a portfolio of large profitable business clients with annual revenue greater than ~$5MM. You'll focus on deposit acquisition, product deepening, client retention and growth, and gaining referrals to increase primary bank share.

Responsibilities

• Manage, retain, and deepen a portfolio of approximately 100 business clients in the stable/mature stage with annual revenue greater than ~$5 million.
• Provide business deposit and cash management solutions and manage business credit opportunities up to approximately $15 million.
• Support branch-based business bankers on sizeable business credit deals as needed.
• Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to their financial needs.
• Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, and creative marketing techniques to develop a business network and prospects.
• Regularly conduct in-person/virtual calls with existing clients, referrals, and centers of influence to cultivate long-term, primary banking relationships.
• Understand the personal financial goals and needs of business owner(s) and partner with Branch, Wealth Management, and Private Bank to deliver appropriate personal financial solutions.
• Utilize knowledge of treasury products and partner with product specialists to onboard clients seamlessly and ensure end-to-end delivery of new accounts and services.
• Follow up with clients after account opening to determine additional solutions and establish digital capabilities.
• Protect the firm by following sound risk management protocols, control policies, and regulatory requirements.

Requirements

• Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending experience.
• Strong knowledge of deposit and cash management products and services, and business credit underwriting with commercial credit training.
• Demonstrated ability to anticipate clients' issues, own problems on clients' behalf, and follow through with commitments.
• Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally.
• Ability to influence others to achieve desired outcomes and leverage technology to interact with clients effectively.
• Excellent organizational skills and ability to manage, prioritize, work under pressure, and meet tight deadlines.
• Self-directed, proactive, and creative, with sound judgment and ability to navigate ambiguity.

Qualifications

• Bachelor's degree in Finance or related field, or equivalent work experience (preferred).
• Minimum of 3 years' experience managing clients with revenue >$10+MM (preferred).
• Proficiency in Microsoft Office tools including Outlook, Excel, Word, and PowerPoint (preferred).
• In-depth knowledge of diverse types of businesses, industries, markets, financial and economic concepts (preferred).

About Us

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We offer a competitive total rewards package, including base salary, commission-based pay, and discretionary incentive compensation, along with comprehensive benefits to meet employee needs.

About the Team

Our Consumer & Community Banking division serves Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans, and payment processing. We lead the U.S. in credit card sales and deposit growth, with the most-used digital solutions, while ranking first in customer satisfaction. Our business bankers work in the Consumer Bank to provide financial solutions to small business owners across the U.S., partnering with clients throughout the process to invest in our communities and people for the long-term.